Tools & Resources▼
| In Short: Brexit clouds mask an improving Europe story |
May 5, 2016 ::
All the focus on whether the UK will stay in the EU is diverting attention from the continent's improving economy.
| In Short: This EM rally should have legs |
Apr. 6, 2016 ::
A stabilizing China, massive ECB asset purchases and falling correlations between the EM and oil bolster the emerging-market outlook.
| Q&A: Is 'Brexit' likely? And then what? |
Apr. 5, 2016 ::
If Brits in June vote to exit the EU, an outcome oddsmakers say could be 50-50, it could take years to complete. A lot can change before then. But the immediate impact could be substantial. Brian Holland shares his insights.
| Market Memo: Room for optimism in emerging-market bonds |
Feb. 17, 2016 ::
Three headwinds—slower global growth, a risk-asset sell-off and lower oil prices—may be on the verge of becoming tailwinds for EM debt.
| International Equity Outlook: Creating opportunity from uncertainty |
Jan. 22, 2016 ::
As most investors nervously wait for major global issues to play out, we see attractive, long-term opportunities, particularly in Europe.
| Market Memo: The headlines are worse than the reality in China |
Jan. 8, 2016 ::
China's clumsy attempts to shift from an export-led to consumer-led economy are sowing policy missteps and confusion. But at the end of the day, a desirable soft landing is still likely.
| Q&A: Some EM countries intrigue |
Sept. 24, 2015 ::
Unlike during the Asian crisis, many EM countries control key factors in their destiny
| In short: China reminder that bubbles never last |
Jul. 10, 2015 ::
Steep sell-off in Chinese equities was an accident just waiting to happen
| In short: Worry about a 'Grexit?' Meh. |
Jun. 25, 2015 ::
The drama has gone on so long that the markets are prepared either way. They just want it over with.